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Legacy Investment Solutions’s FirstEnergy FE Stock Holding History

Legacy Investment Solutions’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.11K Buy
+102
New +$4.21K ﹤0.01% 421
2024
Q4 		$4.1K Sell
102
-365
-78% -$15.3K ﹤0.01% 413
2024
Q3 		$19.3K Buy
+467
New +$19.7K 0.01% 228

Other funds holding FE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Legacy Investment Solutions's FE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FirstEnergy (FE) in Q2 2025: 102 shares worth $4.11K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in FE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in FE in Q3 2024 and has held it in 3 quarters since. The position peaked at $19.3K in Q3 2024. 825 funds tracked by Wall St. Rank hold FE as of Q2 2025.

  • Legacy Investment Solutions held 102 shares of FirstEnergy worth $4.11K as of Q2 2025.
  • FirstEnergy was a new Legacy Investment Solutions position in Q2 2025.
  • FirstEnergy made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #421 holding.
  • Legacy Investment Solutions first reported a position in FirstEnergy in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's FirstEnergy position peaked at $19.3K in Q3 2024.
  • 825 funds tracked by Wall St. Rank held FirstEnergy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.